The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AARONS INC | COM PAR $0.50 | 002535300 | 1,935 | 60,500 | SH | DFND | 1,2,3 | 60,500 | 0 | 0 | |
| ARCTIC CAT INC | COM | 039670104 | 1,785 | 118,865 | SH | DFND | 1,2,3 | 118,865 | 0 | 0 | |
| BARNES & NOBLE ED INC | COM | 06777U101 | 3,414 | 297,640 | SH | DFND | 1,2,3 | 297,640 | 0 | 0 | |
| BLACK KNIGHT FINL SVCS INC | CL A | 09214X100 | 2,072 | 54,819 | SH | DFND | 1,2,3 | 54,819 | 0 | 0 | |
| BRAVO BRIO RESTAURANT GROUP | COM | 10567B109 | 602 | 158,525 | SH | DFND | 1,2,3 | 158,525 | 0 | 0 | |
| DEL FRISCOS RESTAURANT GROUP | COM | 245077102 | 850 | 50,000 | SH | DFND | 1,2,3 | 50,000 | 0 | 0 | |
| FIESTA RESTAURANT GROUP INC | COM | 31660B101 | 701 | 23,477 | SH | DFND | 1,2,3 | 23,477 | 0 | 0 | |
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 2,051 | 66,991 | SH | DFND | 1,2,3 | 66,991 | 0 | 0 | |
| GREEN BRICK PARTNERS INC | COM | 392709101 | 8,972 | 892,705 | SH | DFND | 1,2,3 | 892,705 | 0 | 0 | |
| ISLE OF CAPRI CASINOS INC | COM | 464592104 | 1,153 | 46,700 | SH | DFND | 1,2,3 | 46,700 | 0 | 0 | |
| J ALEXANDERS HLDGS INC | COM | 46609J106 | 5,687 | 529,010 | SH | DFND | 1,2,3 | 529,010 | 0 | 0 | |
| KONA GRILL INC | COM | 50047H201 | 897 | 71,500 | SH | DFND | 1,2,3 | 71,500 | 0 | 0 | |
| LIBERTY MEDIA CORP DELAWARE | COM C BRAVES GRP | 531229888 | 4,458 | 216,517 | SH | DFND | 1,2,3 | 216,517 | 0 | 0 | |
| MGM GROWTH PPTYS LLC | CL A COM | 55303A105 | 2,845 | 112,400 | SH | DFND | 1,2,3 | 112,400 | 0 | 0 | |
| PBF ENERGY INC | CL A | 69318G106 | 1,645 | 59,000 | SH | DFND | 1,2,3 | 59,000 | 0 | 0 | |
| PENN NATL GAMING INC | COM | 707569109 | 3,682 | 267,037 | SH | DFND | 1,2,3 | 267,037 | 0 | 0 | |
| RED ROBIN GOURMET BURGERS IN | COM | 75689M101 | 733 | 13,000 | SH | DFND | 1,2,3 | 13,000 | 0 | 0 | |
| RED ROCK RESORTS INC | CL A | 75700L108 | 2,249 | 97,000 | SH | DFND | 1,2,3 | 97,000 | 0 | 0 | |
| ROADRUNNER TRNSN SVCS HLDG I | COM | 76973Q105 | 1,122 | 108,000 | SH | DFND | 1,2,3 | 108,000 | 0 | 0 | |
| RUTHS HOSPITALITY GROUP INC | COM | 783332109 | 842 | 46,000 | SH | DFND | 1,2,3 | 46,000 | 0 | 0 | |
| SEAWORLD ENTMT INC | COM | 81282V100 | 1,855 | 98,000 | SH | DFND | 1,2,3 | 98,000 | 0 | 0 | |
| SUPERVALU INC | COM | 868536103 | 3,227 | 691,100 | SH | DFND | 1,2,3 | 691,100 | 0 | 0 | |
| TITAN INTL INC ILL | COM | 88830M102 | 932 | 83,100 | SH | DFND | 1,2,3 | 83,100 | 0 | 0 | |